CUSD vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricCUSDVTIWinner
Expense Ratio0.81%0.03%
AUM$11M$663.5B
Dividend Yield13.50%1.07%
Holdings393,543
YTD Return+3.33%+14.20%
1Y Return+3.82%+24.16%
3Y Return (annualized)+6.84%+21.12%
5Y Return (annualized)-+12.37%
Volatility (annualized)3.0%15.3%
Max Drawdown-5.4%-56.6%
Fund FamilyCrossingBridgeVanguard (US)
CategoryEquityEquity
InceptionSep 20, 2021May 24, 2001

CUSD vs VTI Performance

CrossingBridge Ultra-Short Duration ETF (CUSD) is a ETF from CrossingBridge and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year CUSD returned +3.82% while VTI returned +24.16%. Year to date, CUSD is up 3.33% versus a gain of 14.20% for VTI.

Over three years, CUSD compounded at +6.84% per year against +21.12% for VTI. Across the full 5-year window we track, VTI has the edge at +8.14% annualized vs +5.93%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 3.0% for CUSD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -5.4% for CUSD and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at -0.03. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CUSD charges 0.81% per year while VTI charges 0.03%. On a $10,000 position that is $81 vs $3 annually, a gap of $78 per year that compounds over a long holding period. On income, CUSD currently yields 13.50% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

CUSD and VTI share 1 holdings out of 2817 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CUSDWeight in VTIDifference
AVPT4.12%0.00%4.12%

Frequently Asked Questions

Which is cheaper, CUSD or VTI?

CUSD has an expense ratio of 0.81% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $78 per year of difference.

Which performed better, CUSD or VTI?

Over the past year CUSD returned +3.82% vs +24.16% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (5 years), CUSD annualized +5.93% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, CUSD or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 3.0% for CUSD. Worst drawdown: CUSD -5.4% vs VTI -56.6%.

Should I hold both CUSD and VTI?

CUSD and VTI have a monthly-return correlation of -0.03, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CUSD and VTI?

CUSD and VTI share 1 common holdings with a 0.0% weight overlap. Combined, they hold 2817 unique securities.

Which pays a higher dividend, CUSD or VTI?

CUSD yields 13.50% while VTI yields 1.07%, so CUSD currently pays the higher dividend yield.

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